Product photos and client selections

This video shows product photos on quotes: where they come from, one line at a time, the company switch, and where clients see them. Then client selections: options with photos against an allowance, the client's pick, and the change order it makes.

Price Book photos

Photos start in the Price Book, under Settings. Open an item on Items and prices, or a product on Products, and under Product photo click Add a photo. It's saved at once and shows on the card and in the quote builder. Owners and admins change the Price Book.

Onto the quote

A quote line takes the photo of what it's made from: the cabinet line, the stone, each fixture you supply, the vanity, or the product picked for an item, like its tile, else the item's own. Typed lines and permits have none. Photos never change a price.

Per line

On the builder's last step, Quote, each line shows its photo. Hide photo takes it off the client's copy; Show photo puts it back. Add photo or Replace photo puts your own picture on that one line, and the choice stays when quantities or products change. Viewers can't change photos.

The company switch

Owners and admins: Settings, then Quote setup. Product photos has one switch, Show product photos on quotes, on to start. Turn it off and save, and client documents show no photos; the builder still shows them to your team. Signed quotes keep what the client signed.

Where clients see them

The client sees each photo in a small square beside its line: on the quote link, where a tap opens it, on the printed copy, in the PDF sent with the email, and on their portal for signed quotes.

Selections

After the sale, each job has a Selections tab for what the client still has to choose, like the faucet or the tile. Click Add a selection: a name, the room, a note and a pick-by date. Then compare prices with an allowance, or with one included option.

Options

Add up to twelve options. Option types one in with a photo, a price, words and a product link; From the Price Book brings products in with their price and photo. Each option shows what it changes: Included, plus a hundred and twenty dollars, or a forty dollar credit.

Open to client

Click Open to client on one, or Pick several and open them together. The job's portal clients get one email: Your selections are ready. A draft missing something stays a draft and says what. If nobody can sign in to the portal yet, click Invite the client.

The client picks

On the portal, the home tab says how many selections are waiting. Each card has photos that a tap enlarges, See product, and what each option changes in price, never your costs. The client picks one, adds a note, clicks Save my pick, and can change it until you approve.

Approve

The project manager and the designer get a bell and an email. The card shows the pick, who made it and their note. Click Approve, or approve several at once. Record their pick enters a choice made in person. Members change selections; viewers only read.

Change order

Approved picks that change the price bring up Create change order. It makes a draft change order, one line per selection for the difference, naming the pick and what it replaces. Upgrades and credits go on two drafts. Send it the usual way; the client's card says it's coming to sign.

Tip: give each selection a pick-by date. A late one is flagged on the tab, and the client's card says when it was due. Next: A kitchen quote, start to finish.